Vanguard Small-Cap Growth ETF
507 hedge funds and large institutions have $4.36B invested in Vanguard Small-Cap Growth ETF in 2019 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 202 increasing their positions, 160 reducing their positions, and 30 closing their positions.
195% more call options, than puts
Call options by funds: $2.74M | Put options by funds: $928K
50% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 30
26% more repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 160
4% more funds holding in top 10
Funds holding in top 10: 27 → 28 (+1)
2% more funds holding
Funds holding: 495 → 507 (+12)
1.46% less ownership
Funds ownership: 50.51% → 49.05% (-1.5%)
6% less capital invested
Capital invested by funds: $4.63B → $4.36B (-$274M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Howard Capital Management
Roswell,
Georgia
|
+$23.9M |
| 2 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
+$8.75M |
| 3 |
BCWM
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
+$8.75M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$8.42M |
| 5 |
Jane Street
New York
|
+$8.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$233M |
| 2 |
Jones Financial Companies
Des Peres,
Missouri
|
-$14.5M |
| 3 |
AssetMark Inc
Concord,
California
|
-$11.9M |
| 4 |
Morgan Stanley
New York
|
-$11.6M |
| 5 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$10.5M |
VBK Hedge Fund Activity: Q3 2019 in Review
507 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vanguard Small-Cap Growth ETF (VBK) for Q3 2019, worth a combined $4.36B — down 5.9% from $4.63B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new VBK positions and 30 closed out — a net gain of 15 holders — while 202 added to existing stakes and 160 trimmed.
The largest buyer was Howard Capital Management, opening a new position worth an estimated $23.9M. The largest seller was JP Morgan Chase, cutting an estimated $233M.
- 507 institutional investors held Vanguard Small-Cap Growth ETF (VBK) as of Q3 2019, up from 495 in Q2 2019.
- Funds reported $4.36B of Vanguard Small-Cap Growth ETF stock for Q3 2019, down 5.9% quarter-over-quarter.
- 45 funds opened new Vanguard Small-Cap Growth ETF positions in Q3 2019 and 30 closed out, a net change of +15 holders.
- The largest Vanguard Small-Cap Growth ETF buyer in Q3 2019 was Howard Capital Management, an estimated $23.9M added.
- The largest Vanguard Small-Cap Growth ETF seller in Q3 2019 was JP Morgan Chase, an estimated $233M sold.
Based on aggregated 13F filings for Q3 2019.